Elwood & Goetz Wealth Advisory Group, LLC - SELECT SECTOR SPDR TR ownership

SELECT SECTOR SPDR TR's ticker is XLK and the CUSIP is 81369Y803. A total of 1,648 filers reported holding SELECT SECTOR SPDR TR in Q3 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.7%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of SELECT SECTOR SPDR TR
ValueSharesWeighting
Q3 2023$661,294
-5.8%
4,034
-0.1%
0.15%
-4.4%
Q2 2023$701,883
+14.7%
4,037
-0.3%
0.16%
+9.6%
Q1 2023$611,750
+101.2%
4,051
+65.8%
0.15%
+57.0%
Q4 2022$304,013
-33.6%
2,443
-36.6%
0.09%
-40.0%
Q3 2022$458,000
+39.6%
3,852
+49.2%
0.16%
+40.9%
Q2 2022$328,000
-7.1%
2,582
+16.4%
0.11%0.0%
Q1 2022$353,000
+31.7%
2,218
+43.8%
0.11%
+32.5%
Q4 2021$268,0001,5420.08%
Other shareholders
SELECT SECTOR SPDR TR shareholders Q3 2023
NameSharesValueWeighting ↓
Thinkbetter Group LLC 194,674$30,083,00030.65%
AGF Investments LLC 1,539,773$229,919,00022.69%
WestEnd Advisors, LLC 2,521,958$376,578,828,00011.33%
Advisors Preferred, LLC 537,338$81,444,00011.32%
Lunia Capital LP 3,000$448,0009.97%
Evolution Wealth Advisors, LLC 301,742$45,056,0009.66%
Biltmore Wealth Management, LLC 157,102$23,458,0009.39%
Conservest Capital Advisors, Inc. 546,203$81,559,0009.19%
Leicht Financial Planning & Wealth Management, Inc. 96,942$14,980,0009.00%
INNEALTA CAPITAL, LLC 105,798$15,798,0008.85%
View complete list of SELECT SECTOR SPDR TR shareholders